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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant momentum as investors digest a second-quarter delivery beat and an upward revision to full-year guidance, fueling optimism around the R2 launch. The community is actively debating the stock's potential for a short squeeze given the high short interest, while discussions focus on whether the company can maintain production scaling and operational efficiency.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors digest the significant acquisition of DZYNE Technologies for nearly $876 million, a move aimed at consolidating its position in the autonomous defense and drone technology market. While the community is actively debating the impact of ongoing share dilution on long-term value, many are focused on the company's raised 2026 revenue guidance and its growing backlog of defense contracts.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after securing a major 20-year lease with Anthropic that is expected to generate significant contracted revenue and cement its position as a tier-one AI infrastructure provider. While the stock initially saw a volatile sell-the-news reaction, community discussion remains focused on the massive fundamental re-rating and the potential for a sustained run as institutional investors digest the long-term revenue clarity.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently in the spotlight following the announcement of a strategic seven-year partnership with Palantir, which will integrate Zeta's AI marketing infrastructure into Palantir's Foundry platform to create a unified enterprise AI layer. While the community is actively debating the stock's long-term potential as a data-driven infrastructure player versus its history of volatility, bulls are pointing to the potential for significant revenue growth and enterprise adoption, leading to increased analyst interest and positive price target revisions.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention as traders highlight high short interest and institutional accumulation, fueling speculation about a potential short squeeze. The community is focused on critical price support at the $7 level, viewing recent volatility as a setup for a breakout ahead of upcoming earnings.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals is in the spotlight following the announcement of a 10-billion-dollar agreement to acquire Crinetics, a move that the community is actively debating as a potentially significant premium for the company's rare disease and endocrine-focused pipeline. Investors are closely monitoring the integration of Crinetics' assets alongside existing market enthusiasm for the regulatory pathways of Vertex's broader therapeutic pipeline.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is seeing significant volatility as investors weigh the company's aggressive expansion into advertising, including a major acquisition, against concerns over pricing pressures and inventory costs. The community remains divided between those viewing the pullback as a buying opportunity in a defensive retail powerhouse and others who are skeptical of management's strategy and the impact of the broader economic environment on consumer spending.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently generating significant momentum driven by robust institutional accumulation and positive sentiment surrounding its high-performance AI server demand. The community is actively discussing the stock's role in the broader AI infrastructure buildout, with traders closely monitoring the impact of policy-driven headlines and key technical support levels as the stock attempts to sustain its current momentum.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and intense social media debate as investors react to institutional sell-offs by MicroStrategy and ongoing discussions surrounding potential strategic government reserves. The community remains deeply divided, with bulls pointing to resilient price action and potential political tailwinds, while bears cite concerns over historical cycles and persistent institutional liquidations.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is attracting significant attention as institutional investors and analysts focus on its domestic manufacturing advantage and potential insulation from Chinese import restrictions. The community is actively debating the company's valuation against its long-term project backlog, with ongoing discussions centered on how shifting tariff policies and AI-driven energy demand could act as powerful tailwinds for the stock.

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BKV Announces Two New Carbon Capture and Sequestration Facilities Now Operational

BKV Corporation (BKV or the Company) (NYSE: BKV) today announced the successful start-up of its Eagle Ford carbon capture and sequestration (CCS) facility. The milestone reflects the Companys continued execution of its CCS growth strategy, including the successful commissioning of two additional...

BKV Becomes Oversold

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else

Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else Friday was the 15th of the month 45 days after quarter end, which means we got a flood of 13F...

BKV Q1 Earnings Call Highlights

BKV (BKV) Lags Q1 Earnings Estimates

BKV (BKV) delivered earnings and revenue surprises of -38.89% and +19.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

BKV Corporation Reports First Quarter 2026 Financial and Operational Results

BKV Corporation (BKV or the Company) (NYSE: BKV), today reported financial and operational results for the first quarter of 2026. First Quarter 2026 Highlights Net income attributable to BKV of $44.1 million or $0.42 per diluted share Adjusted Net Income attributable to BKV of $22.4 million or...

Excelerate Energy (EE) Misses Q1 Earnings Estimates

Excelerate Energy (EE) delivered earnings and revenue surprises of -4.32% and +26.30%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Sempra to Report Q1 Results: What's in Store for the Stock?

SRE's Q1 outlook hinges on interim rates, rate-base growth and infrastructure investments, as consensus calls for higher EPS and revenues.

BKV's Insider Sale Was Pre-Planned. The Catalysts to Watch Aren't

Key Points25,000 shares were sold directly for a transaction value of ~$774,000 at around $30.96 per share on May 1, 2026...

Murphy Oil to Post Q1 Earnings: What Should Investors Expect?

MUR heads into the Q1 results with revenues and EPS seen lower, but production guidance, higher commodity prices and cost cuts could shape results.

BKV Corp. engages in the production of natural gas from owned and operated upstream businesses. It is also involved in the natural gas gathering, processing and transportation, power generation, and carbon capture, utilization, and sequestration. The company was founded by Christopher P. Kalnin in 2015 and is headquartered in Denver, CO.

BKV Corp

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.25	--	--	N/A
Q1 '26	$0.36	$0.22	-38.78%	MISSED
Q4 '25	$0.31	$0.29	-5.32%	MISSED
Q3 '25	$0.22	$0.50	123.21%	BEAT
Q2 '25	$0.16	$0.39	137.69%	BEAT

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Upcoming Earnings: Q2 '26

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